See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,432 | $127,065+136.4% | $113,168+165.5% | $142,382+111.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.92% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.2pp |
| Employer contribution / active EE | $22,613 | $3,442+557.0% | $2,975+660.1% | $4,299+426.0% |
| Participant deferral / active EE | $16,050 | $5,716+180.8% | $5,107+214.3% | $6,507+146.6% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |